Foster Victor Wealth Advisors, LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,904,012
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 254 | 1,904,012 | 13F-HR | Foster Victor Wealth Advisors, LLC |
| Q1 2026 | 4/20/2026 | 243 | 1,749,767 | 13F-HR | Foster Victor Wealth Advisors, LLC |
| Q4 2025 | 1/26/2026 | 232 | 1,716,574 | 13F-HR | Foster Victor Wealth Advisors, LLC |
| Q3 2025 | 10/10/2025 | 221 | 1,606,821 | 13F-HR | Foster Victor Wealth Advisors, LLC |
| Q2 2025 | 7/15/2025 | 203 | 1,475,115 | 13F-HR | Foster Victor Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.209 K
(0.1% of total reported value)
· QoQ Δ:
+1.208 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.589 M | 83.5% | 116.1 K | 0 | 116.1 K |
| ETFs | 291.8 K | 15.3% | 38.53 K | 0 | 38.53 K |
| Debt | 3.14 K | 0.2% | 38 | 0 | 38 |
| Other | 18.69 K | 1.0% | 0 | 1.645 K | -1.645 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
1,904,012
Holdings
254
QoQ value change ($000)
154,245
(8.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.